Bench Allocation Forecast

Methodology

• Block start = close date. HubSpot doesn't track engagement start or duration, so each opportunity block begins exactly at its deal close date — the earliest realistic point a consultant could actually start the work. Blocks are never centered or offset from that date.
• Block width is cosmetic. Every block is a fixed 312px (~1 month) wide purely so the project name and likelihood fit — it does not represent a real engagement length. Only the block's left edge (start position) carries meaning.
• Axis window. The timeline starts at today (27 Sep 2026) and runs 100 days forward (roughly three months of runway), at a scale of 10px per day.
• Color / likelihood scale. Six pipeline stages map to an equal 1/6 rainbow spread — Opportunity Identified 16.7% (red), Qualified To Buy 33.3% (orange), Proposal Made 50% (yellow, rendered with dark text for legibility), Client Acceptance 66.7% (green), Contract Sent 83.3% (blue), Closed Won 100% (violet — never shown, since won deals are excluded by the filter below).
• Scope. Includes only deals with Priority = Medium or High that are still open; Closed Won and Closed Lost deals are excluded entirely regardless of priority.
• Tentative allocations (a consultant name ending in "?") would render with a dashed border and the label "tentative" — no deal in this run carries that marker.
• Name consolidation. "Lance " (trailing whitespace) on the True North deal was consolidated to the "Lance" already used elsewhere in this run. "Jason Elder" (Stewardship deal) was left as its own distinct name — no bare "Jason" appears elsewhere in this run to consolidate it into, so treating it as a shorthand would have been a guess rather than a match.